Providing perspective for today’s technology leaders

Rob Enderle

The Enderle Group provides an unparalleled look inside breaking technology events to identify the core reasons that buyers and builders of technology should care.

Rob’s IT Business Edge Blog

  • AMD Accelerates Against Intel: Stumbles, Execution Create Massive Opportunity Nov 7 I’m at the AMD event in San Francisco this week and find it kind of ironic that I’m only a few blocks from where Intel used to hold IDF, the conference that assured its dominance and that its terminated CEO has killed. Currently, in the PC and server space, while Intel still leads in market share, its lead in mindshare has dropped dramatically over the last several years due to a combination of mistakes, not the least of which are efforts to maximize quarterly results by sacrificing strategic initiatives like IDF. On the other hand, and competing with Intel, are AMD and Qualcomm, both in very different situations. Qualcomm is defending against Intel, trying to literally steal its market (and it isn’t going well outside of Apple) and AMD is moving on Intel ever more aggressively.
  • The Secrets of HP’s Success: A New Standard Emerges Nov 2 I’m at HP’s print analyst event and given that many of us thought print was largely dead back in the 1990s, this event is pretty amazing. Perhaps the biggest thing is that a company being featured here, ePac, is currently growing at an astounding rate. I’m not talking 20, 30, 50, or even 100 percent; it is apparently growing at around 300 percent. Its business is short-run packaging and this company was designed around HP’s large-format Indigo printers. This is fascinating because most firms are created around an idea from a founder. In this case, ePac was created once the founders understood HP’s technology and effectively built the company to optimize the opportunity created by a digital technology that best targeted an under-served segment of the market.
  • The Hidden Powerful Importance of AMD's EPYC Oracle Cloud Win Oct 25 The appearance of invulnerability is incredibly important because it makes it look like any money being spent on a competing effort will be wasted. But if a competitor can crack that image of invulnerability, that frees up funding and can turn a chink in the armor into a full-blown competitive wave. For example, nobody wanted to fund against IBM until Sun created a chink in the 1980s; nobody wanted to compete against Microsoft until Netscape created a chink in the 1990s (though, ironically, Google and Apple were the biggest beneficiaries); and in servers, Intel was thought to be invulnerable until now. AMD’s EPYC win for the Oracle cloud could be just the chink AMD needs to broadly break through the current perception that Intel can’t be displaced. Let me explain why.

More IT Business Edge blog posts »

Rob’s Articles

  • An Update on HoloLens: The Accelerating Evolution of Personal Computing and Magic techspective | Nov 10 This week Microsoft had an update for their HoloLens technology which, I think, currently has the best shot at defining one of the major evolutionary pivots for personal computers. Right now, it reminds me a lot of the early days of the PC market. But instead of replacing calculators, typewriters, mainframe computers, and rolodexes this technology is replacing manuals, remote trainers, tablets, and wearable PCs.
  • The Importance of Cisco's AWS Hybrid Solution Datamation | Nov 9 This strategic partnership could help change Cisco's brand image as only a networking vendor.
  • The lock-in problem hiding behind Apple's unit sales declines Computerworld | Nov 9 Is Apple on the same path IBM was in the mid-'90s?
  • How AMD Maneuvered Intel Into A No Win Catastrophic Choice TG Daily | Nov 9 This week I’m at AMD’s launch for their next generation CPU and GPU products. Intel has yet to field a competitive GPU solution and given AMD and NVIDIA are running hard against each other I have my doubts that Intel can catch either from behind and, without IDF, I don’t think they can pull an iPhone and dramatically change the battlefield either. On the CPU side, particularly for servers, AMD has placed Intel between a rock and a hard place because any competitive move Intel makes will hurt Intel, they basically have a lose/lose choice and, strategically (a word I’ve come to find Intel has lost the ability to even spell) they are likely screwed.

More articles »

Rob Enderle on…

Alphabet’s revenue falling short of forecasts

"Alphabet is the ad revenue king, so any softness makes people nervous.”

Google, Amazon suffer market setbacks on sales outlook AFP

Amazon’s growth and earnings

"Those kinds of earnings should have had everyone ecstatic." [While Amazon's increasing diversity makes it tougher for investors to measure it, also makes it more able to shrug off downturns in any one of its businesses.] "As they move into more things, they will be better able to survive trouble.”

Amazon quarterly profit rockets tenfold to $2.9 bn AFP

Facebook and allegations it misrepresented how long users were watching videos

[The lawsuit will continue to raise doubts about Facebook's transparency and possibly prompt more scrutiny from government regulators, said Enderle. ] “It’s making Facebook increasingly look like they can’t be trusted.”

Facebook encouraged media companies to invest in video. A lawsuit alleges it wasn't worth it Los Angeles Times

Paul Allen

“There would be no Microsoft as we know it without Paul Allen.”

How Paul Allen changed just about everything at work and home CBS News

Elon Musk’s replacement as Tesla’s chairman

“They desperately need automotive experience on that board. Much of the reason Tesla has been unable to get their (product) quality and quantity up to expected levels is the firm lacks high level automotive experience.”

Tesla has its work cut out to find chairman to replace Elon Musk San Jose Mercury News

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Rob Enderle

An Internet search of media quotes validates Rob Enderle as one of the most influential technology pundits in the world. Leveraging world-class IT industry analysis skills honed at DataQuest, Giga Information Group, and Forrester Research, Rob seized upon the power of the information channel as a conduit to reach business strategists and deliver valuable, experienced-based insight on how to leverage industry advances for maximum business advantage.

As President and Principal Analyst of the Enderle Group, he provides regional and global companies with guidance in how to create credible dialogue with the market, target customer needs, create new business opportunities, anticipate technology changes, select vendors and products, and practice zero dollar marketing. For over 20 years Rob has worked for and with companies like Microsoft, HP, IBM, Dell, Toshiba, Gateway, Sony, USAA, Texas Instruments, AMD, Intel, Credit Suisse First Boston, ROLM, and Siemens.

Mary Enderle

Mary EnderleAs Enderle Group’s Branding and Web Design Consultant, Mary brings a depth of knowledge regarding brand-driven design, creation of brand management tools, creative direction and agency management. Mary was the worldwide corporate brand identity manager at Intel® Corporation, one of the top ten brands in the world. Under Mary’s leadership, her team was responsible for ensuring that all communications were consistent and reflected Intel’s values, to make sure that Intel would continue to rank among the top ten recognized brands worldwide. Mary also spent nine years managing the look and feel for, consulting across many divisions on both creative and site usability.

After leaving Intel, Mary consulted with top tier companies on branding and web design including Dolby Laboratories, Gateway Computers, Advanced Micro Devices, Intel and Kodak Gallery.

Mary was the Brand Director and Affiliate Manager for CafeGive® for 1½ years, a startup that is focused on building a thriving community of nonprofit organizations and their advocates consumers and merchants dedicated to grassroots fundraising through ecommerce. CafeGive has evolved their focus to help nonprofits create social media campaigns for their causes. CafeGive Social is the easy to use platform that helps organizations and teams of all sizes create successful cause marketing campaigns.


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Mary Enderle
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63081 Casey Place
Bend, OR 97703-9008
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(408) 839 6296 Cell